Robert Hurd
Robert Hurd is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Marshall, MI, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
120 West Drive N, Suite 3, Marshall, MI, 49068
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Robert is an Investment Advisor Representative at Vantagepointe Financial Group, dedicating full-time hours to sales/marketing of securities, investment advisory, and insurance products. He also has several other business activities, including roles at Strategic Benefit Network LLC, Hurd Property Management LLC, Hurd Financial Services LLC, Vantagepointe Benefit Solutions, and Vantagepointe Benefits Agency, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.